Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,458,999
+$7,886,681 QoQ
Shares Held
103,377
+19.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#400
of 4,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Dec 31, 2020CallValue
$1,328
CallShares
5
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Independent Advisor Alliance holds $47,824,596 across 2 Home Improvement Retail names. HD ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
103,377 | $36,458,999 | |
| 2 | LOW |
Lowes Companies Inc
|
51,547 | $11,365,597 |
All Filings in HD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,458,999 | 103,377 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,572,318 | 86,875 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $36,155,275 | 105,072 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $43,515,379 | 107,395 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $40,213,441 | 109,681 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,633,112 | 110,871 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $43,175,944 | 110,995 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $42,650,946 | 105,259 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $37,523,191 | 109,003 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $39,681,117 | 103,444 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $36,195,067 | 104,444 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $32,626,631 | 107,978 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $33,937,730 | 109,251 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $31,957,364 | 108,286 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,090,415 | 98,431 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,669,055 | 100,272 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $28,020,245 | 102,163 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $32,943,061 | 110,056 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $37,560,479 | 90,505 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,776,912 | 87,665 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $27,525,946 | 86,318 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $24,911,147 | 81,609 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,328 | 5 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $20,604,408 | 77,571 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $26,539,077 | 95,564 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $18,082,312 | 72,182 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $12,496,313 | 66,929 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||